August 3, 2023 In-Person Ethics & Compliance CLE Institute

August 3, 2023 Ethics & Compliance CLE Institute

8:30 a.m. - 9:00 a.m. Registration & Breakfast

9:00 a.m. - 10:00 a.m. Session 1

"Best Practices in Utilizing Technical Consultants and Experts – Avoiding Conflicts and Maintaining Privilege"
Presented by Manko, Gold, Katcher & Fox

This CLE program will explore common issues and challenges encountered when engaging technical consultants and experts both for litigation purposes as well as compliance support/counseling, and provide examples of best practices and typical pitfalls related to retaining technical consultants and experts.  The program will include exploring and addressing conflicts of interest that might arise from the technical consultant’s/expert’s work, and evaluate the ability to maintain privilege over the work that is performed. The program will present a summary of recent case law, provide model language for retention/engagement letters, and include a hypothetical scenario to explore these issues.

Speakers:

• Diana A. Silva, Partner, Manko, Gold, Katcher & Fox
• Danielle N. Bagwell, Associate, Manko, Gold, Katcher & Fox
• Francesco P. L. Suglia, Assistant General Counsel, Ramboll

10:15 a.m. - 11:15 a.m. Session 2

"Gates & Ladders: Competing Obligations for Lawyers as Gatekeepers"
Presented by Ballard Spahr

This panel will explore how lawyers must navigate their duties to report potential wrongdoing “up-the-ladder” with their obligations to maintain confidentiality, all while confronting increased pressure from regulators, courts, and other observers to increase liability for gatekeeper failures. 

Speakers:

• John Grugan, Ballard Spahr
• Kahlil Williams, Ballard Spahr
• Brooke Zane, Deputy Chief Compliance Officer, Comcast Cable